

Will Your Estate Plan Work When Your Family Needs It?
Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop...

Sarah Ventris
Feb 12, 20235 min read


Before You Agree to Be a Trustee, Read This!
Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant...

Sarah Ventris
Feb 6, 20234 min read


4 Common Mistakes Made On Life Insurance Beneficiary Designations
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your...

Sarah Ventris
Jan 29, 20235 min read


Revocable Living Trust or Irrevocable Trust: Which One Is Right For You?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or...
lynette597
Jan 21, 20235 min read


Why Every Adult Needs a Living Will
When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a...

Sarah Ventris
Jan 14, 20234 min read


Creditors and Your Estate Plan
What Happens to Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt...

Sarah Ventris
Jan 8, 20236 min read


3 Essential Questions to Ask Before Creating Your Will Online
If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety...

Sarah Ventris
Jan 1, 20235 min read